Small/Mid-Cap Asset Manager of the Year: The London Co.
By Jeff Berman"We spend the majority of our time trying to analyze what can go wrong in each decision we make. We don't build feature models and try to outguess every other analyst and PM out there on growth rates and margin expansions."
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Brown Advisory"The pandemic is a perfect example of how we not only monitor these companies short term, but try to understand how consumer behaviors and corporate spending will change three-, five- or 10-years from now."
June 23, 2020
5 New Things to Know About Annuity Prospects and TaxesNationwide has found that even many high-asset retirement savers have big tax literacy gaps.
June 23, 2020
3 Questions to Ask Before Jumping Into the Bull Market for RIAsResolving these issues is a "must" before you start down the M&A path, says Mariner Wealth CEO Marty Bicknell.
June 22, 2020
Report of Retirees Fleeing Market Due to Coronavirus Was Greatly ExaggeratedA big chunk of retirees did not dump all stock holdings, despite concerns raised in a WSJ report and on social media.
June 22, 2020
How to Break Away & Start Your Own Firm in a PandemicIn the short term, you'll have to adjust to a dual life of taking care of clients by day and building your RIA at night.
June 22, 2020
What Clayton's Departure From SEC Would Mean for Reg BIThe "effectiveness" of Reg BI, Phyllis Borzi said, "will rise and fall on how well it's enforced."
June 19, 2020
Why Opportunity Zones Are FailingThe Urban Institute outlines the key problems of these investments, and possible solutions, in a recent report.